Aaron Dunn

CEO & Co-founder

We believe that smart people stick together

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Who we are

We are an award-winning SMSF specialist team, dedicated to educating professionals and providing compliant SMSF legal, pension, and compliance documents.

Our mission at Smarter SMSF is to help accountants, financial advisers and other professionals to comply with the complexities of SMSFs to allow your clients to take control of their own retirement.

We deliver this through technology-based solutions providing automated specialist SMSF documentation and accredited CPD education, available as a cost-effective subscription to suit the size of your business, or simply pay-as-you-go.

2011

Business was established

25+

years of SMSF experience

Who we work with

Smarter SMSF works with various professionals within the SMSF sector through our accredited education and document solutions.

Accountants

As a trusted advisor, you play an important role in managing your client’s SMSF affairs to navigate complex tax and super laws. Stay up-to-date with our education solutions and create specialist documents to keep your client’s compliant.

Financial Advisers

Take control of the implementation of your specialist advice to SMSF clients. Learn key strategies through our education and create documents to setup, manage and control the client relationship as the licensed financial adviser.

Legal Practices

Create documents to support client transactions allowing you to efficiently utilise specialist SMSF precedents that ensure that your clients can take full advantage of the current super and tax laws.

SMSF Administrators

Keep yourself up-to-date to support your clients through our education, whilst utilising the SMSF specialist document suite to manage and grow your SMSF offering, leveraging the efficiencies via your SMSF software integration with BGL, Class and SuperMate.

Dealer Groups

As dealer group, take on the responsibility to provide your advisers with accredited SMSF education by a recognised specialist, along with the ability to create an approved range of specialist and legally backed documents to support the advisers to work with their SMSF clients.

Want to find out more?

Get in contact with us:

  • by phone on 1300 94 95 76
  • Email team@smartersmsf.com

create docs a smarter way

Create from 80+ SMSF legal, pension and compliance documents that are built and maintained by SMSF specialists, that allow you to save time and money by leveraging technology, and are legally-backed to ensure compliance with the current tax and super laws.

be smarter than the average

As an accredited education with the SMSF Association, Smarter SMSF provides structured CPD/CPE solutions through online SMSF courses and ongoing specialist SMSF training – available to purchase or as a subscription for you and your team.

What our clients say

Proud to call our clients

Latest blog posts

Keep up-to-date with what’s happening in the SMSF industry, along with the latest news and insights from Smarter SMSF.

So, what’s your next smart move?

At Smarter SMSF, we combine specialisation, technology and process to deliver excellence in SMSF education and documents for you as a professional to enable better retirement outcomes for your clients.